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A Financial Look Back at 2014

The year in brief. When 2013 ended, few Wall Street investment strategists had high hopes for the market – the thought was that the S&P 500 would post a single-digit advance for 2014. In fact, a Birinyi & Associates survey of said strategists produced a consensus forecast for a 5.8% gain for the index this [...]

Your Estate Planning Checklist

Estate planning is a task that people tend to put off, as any discussion of “the end” tends to be off-putting. However, those who pass away without their financial affairs in good order risk leaving their heirs some significant problems along with their legacies. No matter what your age, here are some things you may [...]